Latest Institutional Transactions on Dimensional ETF Tr (DFAU)
This table provides information on the latest institutional transactions involving Dimensional ETF Tr (DFAU) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2025
Q3 2025
|
Investmark Advisory Group LLC
|
SELL
|
- |
-2.01K- 2.76% |
$85.1K - $92.1K
|
70.7K
$3.25M
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
6.93K+ 0.51% |
$294K - $318K
|
1.37M
$63.1M
|
|
|
Oct 23, 2025
Q3 2025
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
SELL
|
- |
-18.2K- 6.44% |
$771K - $835K
|
264K
$12.1M
|
|
|
Oct 23, 2025
Q3 2025
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-759- 6.41% |
$32.2K - $34.9K
|
11.1K
$509K
|
|
|
Oct 23, 2025
Q3 2025
|
Slt Holdings LLC
Scottsdale, AZ |
BUY
|
- |
30.3KNew |
$1.29M - $1.39M
|
30.3K
$1.39M
|
|
|
Oct 23, 2025
Q3 2025
|
Prodigy Asset Management LLC
Omaha, NE |
BUY
|
- |
30.7K+ 22.32% |
$1.3M - $1.41M
|
168K
$7.74M
|
|
|
Oct 23, 2025
Q3 2025
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-6- 0.56% |
$255 - $276
|
1.07K
$49.1K
|
|
|
Oct 23, 2025
Q3 2025
|
Ledgewood Wealth Advisors, LLC
Exeter, NH |
SELL
|
- |
-3.52K- 1.05% |
$149K - $162K
|
333K
$15.3M
|
|
|
Oct 23, 2025
Q3 2025
|
Seamount Financial Group Inc
Colorado Springs, CO |
SELL
|
- |
-904- 1.11% |
$38.3K - $41.5K
|
80.3K
$3.69M
|
|
|
Oct 23, 2025
Q3 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-4.92K- 3.09% |
$209K - $226K
|
155K
$7.1M
|
|
|
Oct 23, 2025
Q3 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
1+ 0.67% |
$42.4 - $46
|
150
$6.89K
|
|
|
Oct 23, 2025
Q3 2025
|
Yardley Wealth Management LLC
Yardley, PA |
SELL
|
- |
-69.8K- 9.52% |
$2.96M - $3.21M
|
663K
$30.5M
|
|
|
Oct 23, 2025
Q3 2025
|
Tru Independence LLC
|
BUY
|
- |
26+ 0.26% |
$1.1K - $1.19K
|
9.98K
$458K
|
|
|
Oct 23, 2025
Q3 2025
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-95- 0.74% |
$4.03K - $4.37K
|
12.8K
$588K
|
|
|
Oct 22, 2025
Q3 2025
|
Highland Financial Advisors, LLC
|
BUY
|
- |
33.7K+ 4.85% |
$1.43M - $1.55M
|
728K
$33.5M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
4.9K+ 3.98% |
$208K - $225K
|
128K
$5.88M
|
|
|
Oct 22, 2025
Q3 2025
|
Greenspring Advisors, LLC
|
BUY
|
- |
5.99K+ 66.31% |
$254K - $275K
|
15K
$690K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-101K- 7.78% |
$4.26M - $4.62M
|
1.19M
$54.7M
|
|
|
Oct 22, 2025
Q3 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
1.01K+ 1.92% |
$42.7K - $46.2K
|
53.3K
$2.45M
|
|
|
Oct 22, 2025
Q3 2025
|
Porter White Investment Advisors, Inc.
Birmingham, AL |
SELL
|
- |
-343- 3.16% |
$14.6K - $15.8K
|
10.5K
$483K
|
|
|
Oct 22, 2025
Q3 2025
|
Sterling Wealth Advisors Inc
Plantation, FL |
BUY
|
- |
24.3K+ 2.36% |
$1.03M - $1.11M
|
1.05M
$48.4M
|
|
|
Oct 22, 2025
Q3 2025
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
SELL
|
- |
-349- 4.21% |
$14.8K - $16K
|
7.95K
$365K
|
|
|
Oct 22, 2025
Q3 2025
|
Aps Management Group, Inc.
Torrance, CA |
BUY
|
- |
109KNew |
$4.61M - $5M
|
109K
$5M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-22.1K- 13.09% |
$936K - $1.01M
|
147K
$6.73M
|
|
|
Oct 22, 2025
Q3 2025
|
Index Fund Advisors, Inc.
|
BUY
|
- |
19+ 0.27% |
$806 - $873
|
7.16K
$329K
|
|
|
Oct 22, 2025
Q3 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
7.88K+ 17.63% |
$334K - $362K
|
52.5K
$2.41M
|
|
|
Oct 22, 2025
Q3 2025
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
SELL
|
- |
-1.35K- 4.93% |
$57.4K - $62.2K
|
26.1K
$1.2M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-9.57K- 83.63% |
$406K - $440K
|
1.87K
$86.1K
|
|
|
Oct 21, 2025
Q3 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
86+ 1.0% |
$3.65K - $3.95K
|
8.73K
$401K
|
|
|
Oct 21, 2025
Q3 2025
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
97+ 0.66% |
$4.11K - $4.46K
|
14.8K
$682K
|
|
|
Oct 21, 2025
Q3 2025
|
Retirement Guys Formula LLC
|
SELL
|
- |
-1.88K- 4.53% |
$79.7K - $86.4K
|
39.6K
$1.82M
|
|
|
Oct 21, 2025
Q3 2025
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
13.5K+ 100.8% |
$571K - $618K
|
26.8K
$1.23M
|
|
|
Oct 21, 2025
Q3 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1.2KNew |
$50.8K - $55K
|
1.2K
$55K
|
|
|
Oct 21, 2025
Q3 2025
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
75.8K+ 2.8% |
$3.21M - $3.48M
|
2.79M
$128M
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
19+ 0.26% |
$806 - $873
|
7.45K
$342K
|
|
|
Oct 21, 2025
Q3 2025
|
M Wealth Management, LLC
San Diego, CA |
BUY
|
- |
8.39K+ 1.44% |
$356K - $385K
|
590K
$27.1M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-9- 0.55% |
$382 - $414
|
1.63K
$74.9K
|
|
|
Oct 21, 2025
Q3 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
1.06K+ 0.13% |
$44.9K - $48.7K
|
814K
$37.4M
|
|
|
Oct 20, 2025
Q3 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
7.62K+ 1.49% |
$323K - $350K
|
521K
$23.9M
|
|
|
Oct 20, 2025
Q3 2025
|
Mattern Wealth Management LLC
|
BUY
|
- |
1.79K+ 1.2% |
$75.7K - $82K
|
151K
$6.94M
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
5.18KNew |
$220K - $238K
|
5.18K
$238K
|
|
|
Oct 20, 2025
Q3 2025
|
Croban
Fremont, OH |
BUY
|
- |
147KNew |
$6.22M - $6.74M
|
147K
$6.74M
|
|
|
Oct 20, 2025
Q3 2025
|
Lauer Wealth, LLC
Valparaiso, IN |
BUY
|
- |
3.76K+ 1.56% |
$160K - $173K
|
246K
$11.3M
|
|
|
Oct 20, 2025
Q3 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
SELL
|
- |
-12.5K- 1.97% |
$532K - $576K
|
624K
$28.7M
|
|
|
Oct 20, 2025
Q3 2025
|
Balance Wealth, LLC
Delaware, OH |
SELL
|
- |
-796- 1.96% |
$33.8K - $36.6K
|
39.7K
$1.83M
|
|
|
Oct 20, 2025
Q3 2025
|
Rvw Wealth, LLC
|
BUY
|
- |
168K+ 3.87% |
$7.11M - $7.7M
|
4.5M
$207M
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
3.02KNew |
$128K - $139K
|
3.02K
$139K
|
|
|
Oct 20, 2025
Q3 2025
|
Semitam Bonam LLC
Goshen, NY |
BUY
|
- |
10K+ 7.18% |
$425K - $461K
|
150K
$6.87M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
13.7K+ 88.6% |
$582K - $631K
|
29.2K
$1.34M
|
|
|
Oct 20, 2025
Q3 2025
|
Squire Investment Management Company, LLC
Orem, UT |
SELL
|
- |
-1- -0.0% |
$42.4 - $46
|
26.2K
$1.2M
|
|